# Earned

> Earned is a New York-based financial services firm built exclusively for doctors, dentists, and their practices. It combines wealth management, tax preparation and planning, accounting, retirement plans, insurance, and legal coordination into a single tax-smart platform, pairing an app and digital tools with fiduciary human advisors. Founded in 2021 and led by former Blucora and Charles Schwab executive John Clendening, Earned has grown through a mix of organic client growth and acquisitions of healthcare-focused financial firms, reaching roughly 20,000 clients and $3.9 billion in assets under management by mid-2026.

- **Founded:** 2021
- **Headquarters:** New York, New York, United States
- **Founders:** John Clendening (Founder & CEO)
- **Team size:** Approximately 94 employees (core team; larger across acquired affiliates)
- **Products:** Wealth Management, Tax Preparation & Planning, Accounting, Retirement Plans, Insurance
- **Notable:** Reached roughly 20,000 clients and $3.9 billion in assets under management by June 2026, Raised $200 million in 2024 led by Summit Partners and Silversmith Capital Partners, Named to Newsweek's America's Top Financial Advisory Firms 2025 list (via affiliate Earned Wealth Advisors)

## Products & services

- **Wealth Management** — Fiduciary investment management and personalized financial planning delivered by advisors, supported by the Earned client app and portal.
- **Tax Preparation & Planning** — Proactive, tax-smart strategies and tax filing for doctors and their practices, integrated with investment decisions.
- **Accounting** — Bookkeeping and accounting services for medical and dental practices.
- **Retirement Plans** — Design and administration of practice retirement plans tailored to medical groups and practice owners.
- **Insurance** — Physician disability and life insurance, expanded through the acquisition of PearsonRavitz.
- **Payroll** — Payroll services for practices, part of the integrated practice-management offering.
- **Legal Coordination** — Specialized legal support for healthcare professionals, added via Dental & Medical Counsel.
- **Earned Institute** — Educational content hub with articles, videos, reports, and calculators that break down complex financial topics for doctors.

## Achievements

- Reached roughly 20,000 clients and $3.9 billion in assets under management by June 2026
- Raised $200 million in 2024 led by Summit Partners and Silversmith Capital Partners
- Named to Newsweek's America's Top Financial Advisory Firms 2025 list (via affiliate Earned Wealth Advisors)
- Thomas Doll, an Earned Wealth company, recognized on the 2024 CNBC FA 100 list
- Completed multiple acquisitions - Thomas Doll, OJM Group, PearsonRavitz, Dental & Medical Counsel, Schwartz & Schwartz, and Chahal & Associates

## Latest updates

- **2026-06** — Earned reports roughly 20,000 clients and $3.9 billion in assets under management.
- **2025** — Launched the Earned Institute educational hub and acquired OJM Group, adding nearly $1B in AUM.
- **2025** — Acquired PearsonRavitz (physician disability & life insurance) and Dental & Medical Counsel (legal), plus Schwartz & Schwartz and Chahal & Associates (tax & accounting).
- **2025** — Named to Newsweek's America's Top Financial Advisory Firms 2025 list; rolled out a brand refresh and new website.
- **2024-07** — Announced a $200 million capital commitment and acquired Thomas Doll, a 40-year-old physician-focused financial firm.

## Links

- Website: https://earned.com
- LinkedIn: https://www.linkedin.com/company/earnedwealth/
- Instagram: https://www.instagram.com/earnedwealth/
- Facebook: https://www.facebook.com/earnedwealth/

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Profile page: https://yespress.io/earned
Published by YesPress — https://yespress.io
Last updated: 2026-07-21